Dana Mitchell, CLU, CFP, CHS

Certified Financial Planner, Basis Wealth

Dana Mitchell is the Principal of Basis Wealth Inc. and in her 18th year in the wealth planning industry.

Basis Wealth Inc., located in Toronto Canada, creates comprehensive financial plans for their clients that include insurance as well as wealth accumulation planning. In addition to her Bachelor of Commerce, Dana is a Certified Financial Planner and Chartered Life Underwriter. She is a proud member of The Conference for Advanced Life Underwriting (CALU) and is an 8 year member of The Million Dollar Round Table with two Court of the Table and 1 Top of the Table Qualification

Dana is a mom, a wife and a business leader in the area of financial services. She is passionate about advancing financial education and enjoys volunteering her time in support of various organizations that support that cause including Junior Achievement.